See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,892 | $209,411+33.7% | $178,490+56.8% | $158,922+76.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.84% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,316 | $5,706-59.4% | $5,011-53.8% | $4,761-51.4% |
| Participant deferral / active EE | $8,591 | $5,954+44.3% | $5,202+65.2% | $5,982+43.6% |
| Admin fee / account holder | $8,186 | $17,074-52.1% | $13,984-41.5% | $11,246-27.2% |